Filtering customers by linked properties
To optimize the search for all properties that are linked to a selected customer in a reference pop-up or any other filter, you can configure specific field attributes for filtering in Field definer . The Linked properties field on Customers displays all properties linked to the customer via the Link action on the action panel.
There are two filter settings available for the Linked properties field on Customers: Simple selection (field is added as search option to quick search filters, including those in pop-ups) and In selection (field becomes available as search option in other relevant filters). Also see the Field definer > Field attributes user documentation for more information.
 | This task specifically describes how to optimize the search for linked customer properties in filters. However, the same functionality is available for other business objects with Linked […] fields (M:N relationships). For example: you can create similar filter settings in Field definer between Service agreements and Linked services, between Service agreement services and Linked contract lines, and so on. |
Procedure
1. Go to Field definer .
2. Select the Customers business object and set it Under construction.
3. Go to > .
4. Select the Linked properties field.
5. Set the In selection and/or Simple selection fields to Yes.
6. Click Save.
7. Return to the Business objects level and set Customers to Completed.
The Linked properties field is now available as filter option in Customer filters.
| | Vice versa, you can make it easier to find linked customers in a Property filter, by configuring the Linked customers field for the Properties business object, similar to what is described above. |